How academy PDFs are protected

Academy materials are never posted on this website. Each participant receives a copy marked with their own name, only after verified payment, and access can be turned off at any time. Below are the steps Wellness & Balance LLC follows with either Locklizard or FileOpen.

Option 1: Locklizard

Sign up for Locklizard Safeguard PDF Security (free trial at locklizard.com). Choose the Enterprise or Pro plan if you want web viewing plus device limits.
Install the Safeguard Writer on your computer. Open it, click Add, and pick your finished PDF. Keep your editable original (Word, Canva, etc.) only on your own computer or clinic drive.
Under Watermarks, add a dynamic watermark using the user name and email fields, so every page shows the participant's own name. Add the date and “Wellness & Balance LLC — Confidential”.
Under Controls, turn off printing, copying and screenshots, and set 'Devices per user' to 1 or 2.
Save as a protected .pdc file, then upload it in the Locklizard admin portal under Documents and add it to a Publication for each program (Foundation, Credentialing & Tracking, VIP).
After a participant pays, add them in Users, give them that Publication, and Locklizard emails them their access. Set an expiry date if access should end after the course.
To revoke access: open Users, pick the person, and click Suspend or Revoke. Their copy stops opening on every device, even if they shared the file.

Option 2: FileOpen

Create a FileOpen RightsManager account at fileopen.com (it works in the free Adobe Reader and web browsers).
Upload your finished PDF in the Publisher dashboard. Keep editable originals offline with Wellness & Balance LLC only.
Create a Document Policy: turn on a dynamic watermark with the user's name and email, block copy and print, and limit the number of devices.
Apply the policy to each program's PDFs and download the protected copies, or host them in FileOpen.
After payment, add the participant as a user and assign the policy. Link the protected files inside the paid LearnWorlds course.
To revoke access: edit the user or the policy and remove permission. The next time the file is opened it will no longer unlock.

Good habits

Release files only after the payment shows as completed in LearnWorlds.
Test with a 100% discount code on your own email before the first class.
Revoke access the same day for refunds or anyone who shares their copy.